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Fidelity MSCI Consumer Staples Index ETF

167 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $418M → $530M (+$112M)

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

4.52% more ownership

Funds ownership: 38.68%43.2% (+4.5%)

4% more funds holding

Funds holding: 161167 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
65
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$94.7M +$60.5M +1,327,935 +175%
Lido Advisors
2
Lido Advisors
California
$44.3M +$3.09M +67,955 +7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$37.6M +$737K +16,189 +2%
AWMS
4
Advocacy Wealth Management Services
Georgia
$34.8M +$1.12M +24,672 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.9M +$11.8M +259,885 +74%
Osaic Holdings
6
Osaic Holdings
Arizona
$26.2M +$7.16M +157,135 +37%
MIS
7
Morningstar Investment Services
Illinois
$22.4M -$178K -3,906 -0.8%
VC
8
Vicus Capital
Pennsylvania
$12.5M +$551K +12,088 +5%
BCM
9
Beaumont Capital Management
Massachusetts
$10.8M +$10.9M +238,350 New
CW
10
Connectus Wealth
Ohio
$10.1M +$307K +6,731 +3%
LPL Financial
11
LPL Financial
California
$9.77M +$719K +15,792 +8%
PCS
12
Personal CFO Solutions
New Jersey
$7.04M +$2M +43,910 +40%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.76M -$690K -15,148 -9%
Ameriprise
14
Ameriprise
Minnesota
$6.43M -$687K -15,079 -10%
JP Morgan Chase
15
JP Morgan Chase
New York
$6.27M +$492K +10,803 +8%
WFS
16
Walker Financial Services
Kentucky
$5.89M -$125K -2,746 -2%
KAS
17
Kestra Advisory Services
Texas
$5.72M -$2M -43,975 -26%
FSC
18
Full Sail Capital
Oklahoma
$5.71M -$81K -1,778 -1%
Morgan Stanley
19
Morgan Stanley
New York
$5.65M -$57.1K -1,254 -1%
Goldman Sachs
20
Goldman Sachs
New York
$5.54M -$2.49M -54,578 -31%
FIM
21
Freedom Investment Management
Connecticut
$5.53M -$919K -20,178 -14%
SL
22
Systelligence LLC
Minnesota
$5.48M -$6.54M -143,508 -54%
ASN
23
Advisory Services Network
Georgia
$5M -$69.9K -1,534 -1%
AWS
24
Atria Wealth Solutions
New York
$4.73M +$740K +16,253 +18%
ACA
25
Atlas Capital Advisors
Wyoming
$4.52M -$233K -5,117 -5%